🚨2026 Messari Theses Podcast Drop (2/5)

In this episode, our analysts break down who’s really winning the L1 / L2 wars and what that means for the next cycle.

The team dives into:

• Ethereum’s 2025 comeback

• Arbitrum & Base breaking from the L2 pack

• What a Robinhood L2 means for rollups

• MegaETH’s token + native stablecoin bets

• Jeremy’s new L2 Disruption Factor

• Solana’s bid to be the “onchain NASDAQ”

• 2026 hot takes: Starknet, Monad, stables & more

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